BUFG

Ft Vest Buffered Allocation

Latest period2026 - Q1Total superinvestors87

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 87 superinvestors own shares of Ft Vest Buffered Allocation (BUFG), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ft Vest Buffered Allocation (BUFG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ft Vest Buffered Allocation (BUFG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ft Vest Buffered Allocation (BUFG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 49.61%
0.01%
$28.663M
1.067M shares@ 26.87 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Increased 2.76%
0.04%
$28.179M
1.049M shares@ 26.87 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 3.99%
0.01%
$19.494M
725,772 shares@ 26.87 avg price
Luke Mooi@Centennial Wealth Advisory Llc
Recent Activity
Increased 5.37%
4.37%
$18.026M
671,115 shares@ 26.87 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Decreased -0.36%
0.02%
$11.026M
410,503 shares@ 26.86 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Increased 37.42%
0.02%
$10.776M
401,205 shares@ 26.86 avg price
John Koval@Assetmark, Inc
Recent Activity
Increased 7.17%
0.02%
$7.251M
269,973 shares@ 26.87 avg price
Kristin Streff@Cwm, Llc
Recent Activity
Decreased -6.11%
0.02%
$7.06M
262,826 shares@ 26.86 avg price
Allan Kamensky@Pinnacle Financial Partners, Inc.
Recent Activity
Decreased -0.67%
0.06%
$6.942M
258,455 shares@ 26.87 avg price
Joe Rodriguez@Freegulliver Llc
Recent Activity
Decreased -3.48%
2.88%
$6.813M
253,633 shares@ 26.86 avg price

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